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Instrumental Wealth’s Apple AAPL Stock Holding History

Instrumental Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55M Sell
12,259
-17
-0.1% -$4.86K 1.8% 11
2026
Q1 		$3.12M Buy
12,276
+2,506
+26% +$652K 1.92% 10
2025
Q4 		$2.67M Buy
9,770
+524
+6% +$141K 1.6% 10
2025
Q3 		$2.51M Buy
9,246
+1,049
+13% +$237K 1.76% 12
2025
Q2 		$1.71M Sell
8,197
-214
-3% -$43.2K 1.36% 14
2025
Q1 		$1.76M Buy
8,411
+886
+12% +$205K 1.59% 13
2024
Q4 		$1.85M Buy
7,525
+518
+7% +$122K 1.75% 11
2024
Q3 		$1.62M Buy
7,007
+95
+1% +$21.2K 1.58% 13
2024
Q2 		$1.5M Buy
6,912
+90
+1% +$16.8K 1.55% 14
2024
Q1 		$1.3M Buy
6,822
+662
+11% +$120K 0.56% 16
2023
Q4 		$1.2M Sell
6,160
-173
-3% -$31.9K 1.29% 14
2023
Q3 		$1.12M Buy
6,333
+1,453
+30% +$266K 1.31% 13
2023
Q2 		$926K Buy
4,880
+537
+12% +$93.6K 1.11% 14
2023
Q1 		$727K Buy
+4,343
New +$641K 0.96% 14

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Instrumental Wealth's AAPL Position: Q2 2026 in Review

Instrumental Wealth reduced its Apple (AAPL) stake by 0.14% in Q2 2026, selling an estimated $4.86K and leaving 12,259 shares worth $3.55M. The position accounts for 1.8% of the portfolio, ranked #11.

Instrumental Wealth first reported a position in AAPL in Q1 2023 and has held it in 14 quarters since. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Instrumental Wealth held 12,259 shares of Apple worth $3.55M as of Q2 2026.
  • Instrumental Wealth sold 17 Apple shares in Q2 2026, an estimated $4.86K.
  • Apple made up 1.8% of Instrumental Wealth's portfolio in Q2 2026, its #11 holding.
  • Instrumental Wealth first reported a position in Apple in Q1 2023 and has held it in 14 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.